Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / US LRG CAP ETF
-
Total 13F shares
-
134,105,022
-
Share change
-
+1,297,635
-
Total reported value
-
$3,618,039,944
-
Price per share
-
$26.91
-
Number of holders
-
356
-
Value change
-
+$35,193,612
-
Number of buys
-
145
-
Number of sells
-
161
Institutional Holders of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) as of Q4 2025
As of 31 Dec 2025,
SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) was held by
356 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
134,105,022 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Prime Capital Investment Advisors, LLC, FINANCIAL CONSULATE, INC, Orgel Wealth Management, LLC, EVERMAY WEALTH MANAGEMENT LLC, Charles Schwab Trust Co, FSA Investment Group, LLC, SIMS INVESTMENT MANAGEMENT, LLC, Jaffetilchin Investment Partners, LLC, and Bangor Savings Bank.
This page lists
359
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.